Sound Income Strategies Achieves Major Milestone with $4 Billion in Assets Under Management

On November 5, 2025, Sound Income Strategies, a registered Investment Advisory firm based in Fort Lauderdale, Florida, announced a significant achievement in its remarkable growth trajectory—surpassing $4 billion in total assets under management (AUM). This milestone highlights the firm's steadfast commitment to income-focused investment strategies that prioritize portfolio sustainability and consistent cash flow.

Established in 2014, Sound Income Strategies has distinguished itself from competitors through its unique income-first philosophy in the realm of investment portfolio construction and management. The firm emphasizes creating renewable income streams via a carefully curated range of income-generating securities. This approach not only aids investors in preserving their principal amounts but also ensures a stable cash flow, which is paramount for many seeking financial security during retirement.

In addition to traditional investment strategies, Sound Income Strategies manages an extensive portfolio of separately managed accounts (SMAs) alongside two exchange-traded funds (ETFs)—DIVY and FXED. These financial products are designed to cater to retirees and pre-retirees, offering them reliable income and long-term financial stability.

Eric Lutton, CFA®, the Chief Investment Officer for Fixed Income at Sound Income Strategies, pointed out the firm’s mission: "While many investors and advisors still focus on growth at all costs, our aim has always been to help clients live comfortably off their portfolios without stressing about market timing." He further articulated that reaching the $4 billion milestone serves as validation for their disciplined, income-oriented approach, which is increasingly appealing to both retirees and financial advisors looking for consistent, dependable results in volatile markets.

The firm’s impressive growth is evident, as it has noted a 14% increase in total AUM since the beginning of 2025. This surge is backed by nearly 13,000 client households and an expanding network of over 120 advisory professionals who rely on Sound Income Strategies for portfolio management services, thus demonstrating the value and trust placed in the firm's offerings.

About Sound Income Strategies:
Sound Income Strategies, LLC, rooted in Fort Lauderdale, specializes in the design and active management of portfolios focused on income generation. Since its inception in 2014, this investment firm has concentrated on helping retirees and pre-retirees create steady income streams while maintaining their principal. With more than $4 billion in assets under management, it reflects a robust commitment to client-focused financial strategies. More information can be found on their official website: soundincomestrategies.com.

In conclusion, the achievement of surpassing $4 billion in AUM not only represents a major landmark for Sound Income Strategies but also highlights a significant shift toward income-oriented investment frameworks in an ever-evolving market landscape, offering peace of mind for those preparing for retirement.